Filed February 17, 2026 (most recent of 2 filings on file)
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $82,787 |
SPECTRUM INVESTMENT ADVISORS8+ years Filed as: SPECTRUM INVESTMENT ADVISORS INC Service code 27 6329 W MEQUON RD · MEQUON, WI 53092 | Advisory (Plan) | $44,115 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $110,421 | $112,686-2.0% | $169,993-35.0% | $80,160+37.8% |
| Participation rate | 99.8% | 87.4%+12.4pp | 87.0%+12.8pp | 72.9%+26.9pp |
| Annual return | 17.49% | 67.04%-49.6pp | 53.37%-35.9pp | 40.38%-22.9pp |
| Employer contribution / active EE | $4,701 | $4,481+4.9% | $6,785-30.7% | $2,978+57.9% |
| Participant deferral / active EE | $8,457 | $7,876+7.4% | $10,408-18.7% | $5,017+68.6% |
| Admin fee / account holder | $82 | $99-17.1% | $12,815-99.4% | $145-43.3% |